See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,518 | $169,032-90.8% | $129,207-88.0% | $145,922-89.4% |
| Participation rate | 16.7% | 76.4%-59.8pp | 69.6%-52.9pp | 80.3%-63.6pp |
| Annual return | 11.94% | 14330.11%-14318.2pp | 9417.33%-9405.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,059 | $4,987-78.8% | $4,168-74.6% | $6,688-84.2% |
| Admin fee / account holder | $7,445 | $9,954-25.2% | $7,715-3.5% | $13,397-44.4% |